See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,846 | $107,334-17.2% | $92,893-4.4% | $152,861-41.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 26.64% | 145.58%-118.9pp | 109.41%-82.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,121 | $4,221-49.7% | $3,653-41.9% | $4,762-55.5% |
| Participant deferral / active EE | $14,640 | $4,845+202.2% | $4,236+245.6% | $5,850+150.2% |
| Admin fee / account holder | $1,052 | $7,079-85.1% | $5,794-81.9% | $11,596-90.9% |